See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,707 | $96,635+83.9% | $86,612+105.2% | $139,434+27.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.01% | 106.41%-88.4pp | 591.07%-573.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $7,295 | $3,263+123.6% | $3,022+141.3% | $4,751+53.5% |
| Participant deferral / active EE | $7,769 | $4,836+60.6% | $4,438+75.1% | $6,710+15.8% |
| Admin fee / account holder | $3,552 | $6,408-44.6% | $5,614-36.7% | $11,403-68.8% |